Financial Reporting Projects
Looking for freelance Financial Reporting jobs and project work? PeoplePerHour has you covered.
Update financial records
I need to post expenses to my quickbooks account to make them more true. Spanning a period of 3 years. Need to add in purchases for inventory, update investments made by owner. Reconcile monthly state,ents to QB.
5 days ago31 proposalsRemoteCreate Progress Report
We are a construction company and we complete periodic progress reports for clients We access and store our reports on Microsoft 365 via Microsoft teams. We feel presentation of reports as pdf’s is sharper and more professional. We are looking for imaginative input into the layout and design of these reports. Some of the text boxes may end up containing a bit of information so the report may extend beyond 1 or 2 sides of A4 so we need to think how that will present in the published report We can (maybe) provide pantone colours used in our logo, we can provide our logo in different formats We prefer to use Calibri font We like to keep this report sharp and pointed to get message across concisely We think landscape format would be better for the reports as this aligns with the gantt chart layout of our programme which will accompany the report but it may be that portrait format will allow more efficient use of space on the page? Can you provide 2 options? The reports are in 2 parts : a written report and an associated gantt chart, this enquiry is regarding the written report I attach a kind of report layout and an accompanying sheet which describes what I think I’m looking for where the red numbers are positioned.
3 days ago18 proposalsRemoteFormat, proofread a formal report
I have a draft report which needs proofing, drafting and polishing. Its currently 13,000 words. I am working on amendments and this will increase the word count to circa 14,500. It is for court purposes and therefore requires some guarantees for confidentiality. I will have the document ready in circa 7 days
a day ago26 proposalsRemoteNEEDED: Financial analyst with expertise in real estate industry
I am the owner of a 21-room residential building in a city called Noida located in Uttar Pradesh, in India. I plan to offer the property on lease, to organizations with offices nearby, for housing their own employees. I want the freelancer that I work with, to be able to do the following - --> Suggest a suitable property management software for me to use. - The software should help me manage any corporate leases I enter into, from a financial and operational standpoint. - The software should have ability for POS integrations, as I intend to open a banquet hall, cloud kitchen, BBQ centre, swimming pool, gym etc., within the building. - The software should have ability to manage and supervise the aforementioned businesses too. --> The software should be able to generate all the financial statements and reports I need, to be able to monitor the profitability and growth potential of my corporate lease business. The software should also help me figure out my tax implications. --> Give me a written summary detailing the exact steps I need to take, for the recording of any financial transactions, the books of accounts I need to maintain, the software and tools I need to make use of, in the easiest language possible. --> I would like all the financial statements I need, to be prepared before I begin the business, so that all I am left with doing, is inputting numbers and entries. --> The freelancer must be from India, preferably Uttar Pradesh, as they would understand the tax implications and financial responsibilities I need to be fulfilling a lot better, and because the business is based in India. --> The project above is not full-fledged, and is majorly consultancy-based, which involves at the most, creation of empty financial statements, which I will be expected to fill once business begins. Therefore, the responsibilities, compensation involved, time needed, all reflect the same. Thanks in advance for taking the time to read my project proposal, I am looking forward to working with one of you. Let's discuss the project more, soon!
2 days ago0 proposalsRemoteDevelop Financial Statement Model for a Publicly Listed Company
I am seeking a skilled financial analyst or modeler to develop a comprehensive financial statement model for a publicly listed company. This project requires a detailed understanding of financial accounting, corporate finance, and financial modeling. Objectives: Creation of a Dynamic Model: Develop a dynamic financial statement model that can forecast income statements, balance sheets, and cash flow statements for the next 10 years on monthly basis. the model will be based on 5 years of actual figures on annual basis. Scenario Analysis: Include capabilities for scenario analysis to assess the impact of various financial and operational strategies on the company's future financial health. Dashboard and Reporting: Create an interactive dashboard for easy visualization and analysis of financial data, including key performance indicators (KPIs) and financial ratios. Requirements: Expertise in Financial Modeling: Proven experience in building complex financial models, particularly for listed companies. Welling to put in the work and read the annual reports published by the company to identify all relevant information that will be used to drive the model Understanding of Financial Reporting Standards: Strong understanding of IFRS or GAAP, as applicable. Attention to Detail: Ability to work with precision and accuracy in handling large sets of financial data. Software Proficiency: Proficient in Microsoft Excel or other relevant financial modeling tools. Deliverables: A fully functional financial model in Excel or the agreed-upon software. A user guide or documentation explaining the model's structure, assumptions, and how to update it. A presentation deck summarizing key findings and insights from the model. Timeline: The complete model is expected to be delivered within 4 weeks from the start of the project. Budget: 200$ Please provide examples of previous financial models you have developed, especially those relevant to publicly listed companies. Looking forward to your proposals and hoping to collaborate on this critical project!
18 days ago21 proposalsRemoteBookkeeping for membership association
Scope of Work for Virtual Accounts Assistant Initial Effort (One-Time) 1. Identification of Suitable Online Accounting Software • Review the client's requirements and evaluate 3 top accounting software alternatives that would best fit the needs of the membership association. • Provide a detailed comparison of the features, pricing, and suitability of each recommended software option. 2. Setting up Chart of Accounts • Establish a comprehensive chart of accounts tailored to the membership association's financial structure and reporting requirements. • Ensure the chart of accounts aligns with industry best practices and facilitates accurate financial reporting 3. Uploading Historical Bank Transactions • Obtain the last 3 years of bank transaction data (PDF/CSV files) from the client • Upload the historical bank transactions into the selected accounting software • Ensure the accurate and complete transfer of all financial data 4. Allocation of Member Payments & Expense items • Identify and allocate all member payments to the individual member accounts within the accounting system, as much as possible using auto-allocation rules • Reconcile the allocated member payments with the bank statements to ensure accuracy • Allocate expense items to expense accounts 5. Reconciliation with Bank Statements • Reconcile the accounting records with the bank statements to identify any discrepancies or errors • Effect corrective actions of errors including via journals 6. Identification of Errors and Mistakes in Historical Financial Reports • Review the historical financial reports and identify any errors or mistakes that may have occurred • Provide a comprehensive report detailing the identified issues and recommendations for correcting them 7. Recommending Controls Improvements • Analyze the current financial controls and processes within the membership association. • Provide recommendations for improving the financial controls and processes to enhance the accuracy and reliability of the financial records Quarterly Effort • Allocate member payments received through the bank feed to the individual member accounts within the accounting system • Reconcile the allocated member payments with the bank statements to ensure accuracy • Prepare and generate the quarterly financial statements, including the balance sheet, income statement, and cash flow statement • Provide the client with the quarterly accounts and any necessary explanations or insights Pricing Send a fixed fee pricing that assumes 400 total members, with 200 active members The commencement of the services is scheduled for May 2024
15 days ago29 proposalsRemoteTranslate Financial Documents
Hello freelancers, I am seeking a proficient translator to translate financial documents such as financial statements, tax documents, etc., from English to Spanish, Portuguese, and Dutch. The ideal candidate should be well-versed in financial terminology and possess excellent language skills in both English and the target languages. Requirements: - Fluency in English and one or more of the following languages: Spanish, Portuguese, Dutch. - Experience in translating financial documents is preferred. - Attention to detail and accuracy in translation. - Ability to meet deadlines. Project Details: - Type of documents: Financial statements, tax documents, etc. - Source language: English - Target languages: Spanish, Portuguese, Dutch - Word count: Approximately 1212 words - Payment: $55 for the entire project
18 days ago69 proposalsRemoteopportunity
Accountant Wanted for Flexible Remote Role
We're seeking a part-time Accountant to join our team in a remote capacity. This role offers flexibility, allowing you to work a few hours per week from the comfort of your own home. As an Accountant with us, you'll handle various financial tasks such as bookkeeping, reconciliations, and financial reporting. If you have experience in accounting principles, proficiency in relevant software, and a keen eye for detail, we'd love to have you on board. Apply now with your resume and let's discuss how you can contribute to our team!
18 days ago48 proposalsRemoteopportunity
FInance and Budget Accountant
• Production of management accounts at frequencies and specification determined by organisational requirements. Produce commentaries and monitor budgets • Creation of ad hoc reports for Senior Management, the Finance Committee and the NEC as required by operational requirements • Produce the year end accounts for the Financial Report • Production of annual returns to the Certification Officer • Assist with the coordination of budget processes • Administer the external annual audit processes • Assist in production of long term financial plans subject to organisational requirements • Production and filing of the VAT return and Corporation tax • To ensure all service level agreements are adhered to by the department, and developed where necessary
16 days ago14 proposalsRemotePrepare Management Accounts
• Production of management accounts at frequencies and specification determined by organisational requirements. Produce commentaries and monitor budgets • Creation of ad hoc reports for Senior Management, the Finance Committee and the NEC as required by operational requirements • Produce the year end accounts for the Financial Report • Production of annual returns to the Certification Officer • Assist with the coordination of budget processes • Administer the external annual audit processes • Assist in production of long term financial plans subject to organisational requirements • Production and filing of the VAT return and Corporation tax • To ensure all service level agreements are adhered to by the department, and developed where necessary
16 days ago20 proposalsRemoteGoogle Looker Reporting Dashboard Build-out
I am looking to build out a dashboard in Looker with various reporting pieces from Google Ads, Google Analytics, and Facebook Ads. We would like to be able to track ROI on our ad spend on Google Ads, as well as key web traffic metrics. I have outlined all of the web metrics we would like to see. Google Analytics: Users, Sessions, Conversions, Average Session Duration, Bounce Rates, New Users vs Return Users, Average Engagement Time, Device Categories, Locations of Users, Traffic Acquisition, Exits (listed by page) Google Ads: Return on Ad Spend, Cost per Acquisition, Number of Conversions, Number of Clicks, Conversion Rate, Number of Impressions, Click-through Rate, Total Conversion Value, Quality Score Facebook Ads: Spend, Impressions, Conversions, Engagements, Return on Ad Spend To apply, please provide examples of Looker Dashboards you have built in the past.
4 days ago13 proposalsRemoteopportunity
Freelance expertise
An established startup is seeking an experienced freelance auditor to perform an inaugural audit of the company's financial records and processes. The organization recently surpassed revenues of $5 million and it is imperative that strong accounting controls and oversight are implemented. You will be assessing the accounting software, chart of accounts, expense categories and allocation methods. A full audit of the general ledger for the past fiscal year will be conducted, including verification of revenue amounts against purchase orders, invoicing and payment records. Your responsibilities also include evaluating internal financial reporting and making recommendations to ensure reports to stakeholders adhere to GAAP standards. Process documentation and suggestion of internal control procedures are additionally required. The successful candidate will possess a CPA designation with a minimum of 5 years experience auditing high growth technology or software companies. Proficiency with QuickBooks, Xero or similar accounting packages along with advanced Excel skills are necessary. Review of the audit results with management and provision of a formal written report are expected deliverables. This is an excellent opportunity to take a leadership role in bringing oversight and governance to the financial operations of an innovative startup.
15 days ago12 proposalsRemoteopportunity
Financial Integration on Fintech App
We need a developer who can integrate an invoice discounting or line of credit part to my platform. We are looking for somebody who has experience with fintech and has integrated a delayed payment system onto a platform before. This will be on iOS, Android as well as a proprietary website.
16 days ago16 proposalsRemoteurgent
Looking for a professional to write market research reports
I am seeking a skilled market research professional to produce insightful reports focusing on business sectors across East Africa. The ideal candidate will have robust research abilities and strong command of the English language. Experience analyzing investment opportunities, commercial trends, and regulatory environments within key African markets such as Kenya, Tanzania, and Uganda is highly desirable. The research reports should provide a comprehensive overview of a specified industry while highlighting valuable data and insights. Topics may include sectors like agriculture, manufacturing, infrastructure, financial services, and technology. Researchers must thoroughly examine available sources to present accurate information and statistics pertaining to market size and growth, major players, supply and demand patterns, economic and political influences, and other pertinent factors. Attention to detail and credible sourcing are essential. The writing should be clear, concise yet comprehensive to keep readers engaged from start to finish. Reports will be used internally but may also help external partners evaluate potential partnerships or investments. Therefore, the style and structure must make complex topics easily understood while maintaining a professional tone. The ideal candidate will work independently with periodic check-ins, meet strict deadlines, and maintain confidentiality when required. Proficiency in research methodology and analytical skills for interpreting findings are a must. The professional will also be supervising the work of another more junior market researcher and shall proof-read, provide edits and guidance for market research reports and market overviews created by the junior market researcher. This is an excellent opportunity for an experienced, versatile researcher to produce high-quality work that contributes insights into developing yet promising East African markets. The successful candidate will have the research skills and business acumen. Candidate should share previous research work undertaken and market research reports drafted.
6 days ago28 proposalsRemoteExpires in 23urgent
Business Report needed: Inflation Reduction Act and tax
I am looking for a skilled researcher with knowledge of U.S. tax law to compile a comprehensive report outlining the top 5 main ways that foreign companies -- particularly a German company -- can benefit from the Act; espeially when it comes to Advanced technoolgy vehicles The report should provide detailed information and insights on how foreign companies can leverage the Act to enhance their operations, expand their market reach, and gain a competitive advantage. The ideal candidate should have a strong background in research, excellent analytical skills, and the ability to present complex information in a clear and concise manner. The report should 1. Enumerate the tax benefits 2. Explain how to apply for the benefits 3. Provide a sample profile of a company that used these benefits 4. Have a strong focus on Advanced Technology Vehicles 4. Cite ALL sources 5. Be sufficiently detailed. 6. Be approximately 10-15 pages 7. Complete by 11 PM EST Wed May 1, 2024 We have written a draft that you may incorporate into your final writing. The current draft is 8 pages. We do not want a report that has been generated by AI. We require a report that has been researched with the source cited, This project is due by 3 AM (in the morning) EST on Thursday, May 2. Skills needed: - Research - Data analysis - Report writing - Market analysis
3 days ago13 proposalsRemoteExpires in 26HMTL CSS Design of Report Templates for PDF Conversion
The project is to provide styling and design input to the pdfs produced by our in-house software products. We make use of a converter from HTML to Pdf called ABCPDF. We are changing the look and feel of the pdfs our software produces by rebuilding the html that is submitted to ABCPDF. We have pre-existing pdfs to use as a guide for the designer in terms of approximate layout and now have un-styled html that needs styling created. HTML and css skills are required and some experience of working with PDF creation tools would be beneficial. We have created an online tool for a designer to use to submit their styled html to that creates a pdf to check that the output has adopted the right design and that design elements, pagination control, margins etc are correct. We will supply the current pdfs as a guide, the new un-styled html files and a link to the pdf creation tool to allow a designer to style the html file and check it looks correct. Once the new pdf has been created and finalised, the designer will then send the styled html file to our developers to then reproduce the styling automatically within our software so that pdfs get created with this new styling. The initial scope would encompass the following page templates: 1. 360 reviewer copy of their questionnaire they complete 2. 360 personal report 3. All performance Tabs - Performance Tab data for Summary, Behaviour, Objectives, Dev Goals, Checkins, Talent Planning-1 (for manager view and Self view), Core Responsibilities and Interim Tabs 4. Final Performance Report (this is effectively a combined version of the individual performance tabs)
2 days ago20 proposalsRemoteurgent
Invest in a new business (financial statements, excel)
A university student seeks assistance with generating projected financial statements for an assignment analyzing the viability of an athlete camp venture. The freelancer will build multi-year income statements, cashflow statements, and balance sheets in Excel to model revenues, expenses, liquidity, and profitability on a monthly, quarterly, and annual basis for the first 5 years of operations. A discounted cashflow analysis and break-even calculation for year 1 will also be developed. Sensitivity analysis and interpretation of findings will be provided in a typed, double-spaced report with font size 12 discussing business viability and short to medium-term profitability based on the financial modeling and analysis conducted. Expertise in financial statement preparation and business valuation is required.
18 days ago19 proposalsRemoteExpires in 12Complete a follow-up on your APS profile report
Thank you for completing an APS profile test, a while ago, for my PhD in Clinical Christian Counseling. As a follow-up, I require participants to give feedback on the APS profile report they received after completing the test. I need to know whether you agree or disagree with the results and give explanations/experiences on each point- temperament strengths/weaknesses. I also need to know how you intend to implement/have already implemented the recommendations at the end of the report. I will pay £20 for a completed report and it should not take long to complete, write freely. I will resend the APS profile as a Word document so you can write your responses to each of the strengths, weaknesses, and recommendations underneath. This is an excellent opportunity for deep personal reflection and I am sure you will find the exercise valuable. If you respond that you're interested in the project, I will send the editable report to you, and once completed I will release the £20. Please message me with any questions. Thanks and best wishes, Ada
12 days ago11 proposalsRemoteInterviewer/reporter/journalist wanted for zoom meetings
We require someone to deliver a series of prepared questions and script to leading university academics at (7am -9am IST) daily, these will be for figures in Australia, new Zealand and India over zoom all questions are prepared and sent to both you and the person being interviewed in advance, your job is simply to introduce the interview, and ask the questions one after each other, and record via zoom. no editing, and you wont be in final interview. graduate preferred, female preferred, but smart intelligent person preferred. £100 pm for 40 hours (2 hours per day)
10 days ago13 proposalsRemoteReplicate a financial research paper
I need a skilled freelancer who can perform basic/intermediate financial data analysis and efficiently replicate the findings of a particular research paper, which I have chosen. Main responsibilities: - Collect public financial data relevant to the research paper - Analyze the data using Python to precisely mirror the paper's conclusions - Interpret the data analysis results Ideal candidate profile: - Experience in basic/intermediate financial analysis - Proficiency in data collection and analysis using Python A comprehensive understanding of the specific research paper's methodologies and conclusions would be an added advantage. Replicating this research paper precisely is highly crucial for my project. Therefore, a strong attention to detail is necessary. Please come equipped with the requisite skills and experience in financial data analysis and interpretation.
25 days ago4 proposalsRemote